Caseware files – cloud, local, or Caseware Cloud?

Accounting and Bookkeeping
1

Hello,

How are you saving your Caseware files?

Do you keep them in the cloud (Dropbox, Sync, SharePoint), on your local computer, in Caseware Cloud, or somewhere else?

I just want to know what has been working best for others.

Many thanks!

2

I’m a sole practitioner and keep my files on my network. I have a good backup system in place, locally and remote.

3

We use SharePoint as our cloud server. Note that this setup doesn’t allow for multiple users in the Caseware file at the same time. It works great otherwise.

4

That’s how I’m set up too. I’m just trying to figure out how to access my CaseWare files seamlessly from both home and the office.

5

Only one person accesses the CaseWare file at a time. CaseWare says their files aren’t really designed for the cloud, though it does work. Do you compress the file each time it’s closed?

Thanks!

6

I use the AnyDesk app when I have to access data from home. I don’t work from home that much but when I need it, it works. It’s easy to handle the multiple monitors I use at the office, too.

1 Like
7

That’s a good idea. I bought two or three CaseWare licenses per user because we often work from the office, home, or a client’s site. Suspending and transferring the license each time would be inconvenient.

8

Caseware’s statement that they are not designed for the cloud is why we can only be one user at the time.
Regarding compression, we do compress the files as a best practice… but that was well before, and irrespective of using Sharepoint. Having an uncompressed file invites issues with files being moved or deleted inadvertantly. Plus take a bunch more room to save.

9

I don’t double up on the licenses. I access Caseware on my office computer through the AnyDesk app.

10

I’ll need to check out AnyDesk @kevin.

I’m using Splashtop for remote access to office computer & server, which I find works really well, but I guess you really don’t know how well unless you have something to compare it to.

11

I’ve never heard of Splashtop, @snoplowguy. I looked at their website. They seem to have similar features. It took me a while to setup AnyDesk to my liking but I’m used to it now. Let me know what you think. I’m always open to better software choices.